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Spreadsheet · Digital download

Holiday Gift Guide Planner Spreadsheet (Budget Caps by Person)

Holiday gift planner spreadsheet with a budget cap for every person: gift log in CAD or USD, bought/wrapped/shipped tracking, Canada and US ship-by dates and a 4-chart dashboard. Worked example and blank copy.

XLSXPDF4 files533 KB
Price $9.99USD

  • Instant digital download — nothing is shipped.
  • Secure checkout by Stripe.
  • Version 1.0.0 · updated Nov 10, 2026.

Description

The gift list gets expensive one small gift at a time. This workbook gives every person on your list a budget cap, adds up what you actually spend (shipping and tax included) and shows who is finished and who isn't.

On People, list up to 30 names with a group, a cap and where their gifts go: hand-delivered locally, shipped within Canada, or shipped to the US. Log each gift with its price, shipping, tax and currency (CAD or USD, converted at the rate you set), then mark it bought, wrapped and given or shipped (300 lines, with drop-downs). Shipping works out ship-by dates for Canada and US gifts from the arrive-by date and your own transit and buffer days, and tells you how many gifts are still to send. Annual Summary shows spent against caps by group, the overall budget left, the gap between your caps and your budget, a comparison with last year, a monthly set-aside to fund next year and gift progress. The Dashboard shows the headline numbers with four charts.

Included: a worked example (a fictional household with 14 people on the list) and a blank copy (7 tabs, 2,241 formulas), plus a 4-page PDF guide in US Letter and A4. A Google Sheets copy is not offered.

General information, not financial advice.

Who it's for: Households and individuals in Canada and the US buying holiday gifts for family, friends, co-workers and teachers, including gifts that cross the border..

Included files

  • holiday-gift-guide-planner-spreadsheet-budget-caps-by-person-v1.0.0-all-files.zipAll files in one ZIP (includes licence)ZIP
  • Holiday-Gift-Guide-Planner-Example.xlsxWorkbook with a fictional household's holiday gifts: 7 tabs, 2,241 formulasXLSX
  • Holiday-Gift-Guide-Planner-Blank.xlsxBlank workbook with six groups and the Canada and US settings, ready for your listXLSX
  • Holiday-Gift-Guide-Planner-Guide-Letter.pdfPDF guide: quick start, how caps, currency and ship-by dates work, worked example, planning checklist (US Letter, 4 pages)PDF
  • Holiday-Gift-Guide-Planner-Guide-A4.pdfPDF guide (A4, 4 pages)PDF
  • LICENCE.txtLicence summaryTXT
  • Plus a single ZIP with every file and the licence (388 KB).

How to use

Open the blank .xlsx and read Start Here. Fill in Inputs, list people and caps on People, then log gifts as you buy them and check Shipping, the Annual Summary and the Dashboard.

Customer reviews

No reviews yet. Reviews can only be written by customers who own this product.

Frequently asked questions

Is this a physical product?

No. This is a digital download. Nothing is shipped — you download the files from your account after purchase.

How do I get my files?

After payment, go to My Downloads in your account. Your purchase stays available there to re-download.

What can I do with it?

Use for yourself, your household or your own business. Print unlimited copies for that use. No reselling or sharing the files.

Does it tell me how much to spend?

No. You set the overall budget and each person's cap; the workbook adds up what you log and shows where you stand. General information, not financial advice.

Does it work for both Canada and the US?

Yes. Lines can be in CAD or USD and are converted at the exchange rate you enter, and gifts can be marked Local, Canada or US with ship-by dates from your own transit days.

Are the ship-by dates carrier deadlines?

No. They are worked out from the transit and buffer days you enter. Check your carrier's published last-order dates.

Is there a Google Sheets copy?

No, a Google Sheets copy is not offered for this product. The download is an .xlsx workbook and a PDF guide.

Which apps has it been tested in?

LibreOffice Calc (recalculated and checked against expected values). Not tested in Excel, Google Sheets or Numbers.

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